How do I change the reasons, tiers and other choices?
Setup → Lists holds the choices people pick from. Pick a list at the top, then add, change or switch off its rows.
Reasons
Why a call was not done.
| Column | What it means |
|---|---|
| Reason | |
| For | DEFER or CANCEL |
| Counts against | The call counts against the person's performance |
| Needs approval | Deferring with this reason goes for approval |
| Needs remarks | The person must write remarks |
| In use | |
| Given by the app | Set by the app and cannot be removed, such as "Not reported in time" (The reporting window) |
Tiers
Tier, Visits a month, Colour and Order. A new company has A (4), B (2) and C (1). The visits a month are what the gap analysis and the coverage tiles measure against, when "Visits needed per tier" is on.
Leave types
Type, Days a year, Paid, Half days (allowed or not), Note after (days) (a note is needed for leave longer than this), In use.
Call statuses
You cannot add a status. You can rename each one and set its Colour. Completed also has an Unplanned name and Unplanned colour, for completed calls that were not planned.
Simple lists
Discussion points, Specialties, Sub-specialties, Event types and Doctor types each have Name, Order and In use.
Switch In use off rather than removing a row that has been used.